World Perspectives

Pivotal May 10th; Socialist Agriculture; Cost of Diversity

Pivotal May 10th Markets this Friday have two metrics to watch: the WASDE and Donald Trump’s tariffs on the Chinese. His threat to substantially ramp up the trade war with China if there is no deal by Friday initially crashed Wall Street, but it mostly recovered. The FTSE in Europe closed higher, but the Shanghai and Hang Seng markets saw substantially larger losses. The good news is that the U.S.-Chinese trade dispute could end by Friday, but the bad news is that it could get much worse.   Socialist Agriculture U.S. Democrats running for president in 2020 complain about the adverse impact of Mr. Trump’s tariff wars but are hard pressed to say that they prefer to treat China nicer. Meanwhile, Senator Bernie Sanders (I-V...

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From WPI Consulting

Infrastructure investment due diligence

On behalf of a Canadian oilseed processer WPI's team provided market analysis, econometric modeling and financial due diligence in support of a $24 million-dollar investment in a Ukrainian crush plant. Consistent with WPI's findings, local production to supply the plant and the facility's output have expanded exponentially since the investment. WPI has conducted parallel work on behalf of U.S., South American and European clients, both private and public, in the agri-food space.

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